Meet the Team 

Blue Rose Capital Advisors is managed by independent advisory professionals with more than 170 years of combined experience in public finance, with a particular focus on higher education institutions. We commit a minimum of two members of our team to every client, to provide consistent and accessible service. 

Leadership Team 

B.J. "Johan" Rosenberg 
Chairman and General Partner Tril Fund LLP
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Erik Kelly
President 
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Ann Bolin 
Director of Accounting & Administration 

Team Members 

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Brandon H. Lippold 
Assistant Vice President
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James M. McNulty
Managing Director
Diane Miller 
Business Assistant
Megan Roth 
Marketing Generalist
Emily K. Stolp
Vice President & Chief Compliance Officer  
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Scott A. Talcott
Senior Vice President 
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Maxwell S. Wilkinson
Assistant Vice President